Acorn Wealth Advisors’s Philip Morris PM Stock Holding History

Acorn Wealth Advisors’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250K	Buy	1,382 +12	+0.9%	+$2.08K	0.06%	263
2026 Q1	$227K	Sell	1,370 -4	-0.3%	-$695	0.07%	246
2025 Q4	$220K	Buy	1,374 +8	+0.6%	+$1.24K	0.07%	250
2025 Q3	$222K	Sell	1,366 -9	-0.7%	-$1.51K	0.07%	253
2025 Q2	$250K	Buy	1,375 +11	+0.8%	+$1.89K	0.09%	208
2025 Q1	$217K	Buy	+1,364	New	+$193K	0.09%	221
2018 Q3	–	Sell	-701	Closed	-$56K	–	348
2018 Q2	$56K	Buy	701 +20	+3%	+$1.7K	0.05%	255
2018 Q1	$56K	Buy	681 +1	+0.1%	+$104	0.05%	248
2017 Q4	$71K	Buy	+680	New	+$72.5K	0.06%	210

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acorn Wealth Advisors's PM Position: Q2 2026 in Review

Acorn Wealth Advisors increased its Philip Morris (PM) stake by 0.88% in Q2 2026, buying an estimated $2.08K and bringing the position to 1,382 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #263.

Acorn Wealth Advisors first reported a position in PM in Q4 2017 and has held it in 9 quarters since. The position peaked at $250K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Acorn Wealth Advisors held 1,382 shares of Philip Morris worth $250K as of Q2 2026.
Acorn Wealth Advisors bought 12 Philip Morris shares in Q2 2026, an estimated $2.08K.
Philip Morris made up 0.06% of Acorn Wealth Advisors's portfolio in Q2 2026, its #263 holding.
Acorn Wealth Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 9 quarters since.
Acorn Wealth Advisors's Philip Morris position peaked at $250K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.